See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,614 | $95,416-7.1% | $185,823-52.3% | $85,850+3.2% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 11.64% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,268 | $3,314-61.7% | $5,167-75.5% | $2,565-50.6% |
| Participant deferral / active EE | $1,571 | $3,423-54.1% | $5,568-71.8% | $3,952-60.3% |
| Admin fee / account holder | $3,056 | $7,213-57.6% | $16,237-81.2% | $6,260-51.2% |